Our CRM is a powerful tool that helps brokers organize and manage contacts, while accelerating sales, marketing, service and operations activities for their Brokerage business.
CRM is one of the top choices for all professional businesses – includes everything your team needs to convert more leads into customers.
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CRM
Advanced features that will boost your Brokerage business
CRM is equipped with advanced tools and functions helping your Brokerage business management to be easy and flexible:
- Store, view and update information about all of your contacts, including prospects, leads, customers, sales teams, and professional relationships in one place
- Quickly turn prospects into customers by sending marketing communication and sales promotion materials
- Add activities and reminders related to any contact and quickly see upcoming tasks on the CRM calendar
- Check on the progress of customer account applications and view detailed information about your current customers
- Easily jump between the Dashboard and CRM for different views of your customer accounts
- Quickly find contacts using a simple search in CRM or fast search link option to Google and LinkedIn
- Upload many contacts at once by importing .CSV files
Optimizing your sales process has never been easier. With our CRM, broker can simply:
- Structure sales team for greater efficiency
- Qualify leads through different stages
- Build and closely monitor sales pipeline
- Trace every sales activity (calls, emails, campaigns, meetings and visits)
- Develop and nurture long-term relationships with the customers!
While our CRM is powerful on its own, integrating CRM with other BrokerTools modules across your sales stack makes your job so much easier. Let your CRM reaches its full potential when it’s fully connected!
Start selling
smarter, better and faster
with our CRM.
Try it for free. No credit card needed.
